Investment management

Invest with perspective.

A portfolio should reflect your life: the work you do, the money you need and the time ahead of you.

Your goals set the direction.

Training, a first attending role and practice ownership bring different demands on your money. We consider those commitments alongside your investment objectives.

Allocation

Informed by your time horizon, liquidity needs and capacity for risk. Money for a near-term commitment has a different job.

Tax awareness

Account types, asset location and the tax consequences of each decision, with your tax professional involved.

Ongoing review

Revisit the portfolio as markets and life change, such as a buy-in, an inheritance or new clinical work.

How we approach a portfolio.

Coordinated with the rest of your financial plan.

Diversified core portfolios

Globally diversified portfolios built around your stage and goals, with attention to cost, and rebalanced as circumstances change.

Tax-managed investing

Asset location across pre-tax, Roth and taxable accounts, with loss harvesting and gain management where they fit.

Research-informed allocation

Physician income and risk develop differently by specialty and stage. Altair research adds that context to the conversation.

Explore Altair Research

Coordinated with your plan

Investment decisions made alongside your debt, tax and estate choices, with your other professionals involved.

Alternative investments

Considered only where they fit, after reviewing eligibility, liquidity, costs and the specific risks.

Know what you own.

And understand the decisions, costs and responsibilities behind it.

Fees & pricing

How do you build an investment plan?

We start with your goals, existing accounts, cash commitments and tolerance for loss. Those details guide the portfolio discussion and help establish the scope of the advisory relationship.

How do investments fit with the rest of my plan?

Loan payments, retirement contributions and practice commitments all affect what you can invest and when you may need it. We consider those connections and coordinate with your other professionals.

What about alternative investments?

For any investment outside a conventional stock-and-bond portfolio, the discussion should include eligibility, liquidity, costs and the specific risks. Access alone does not make an investment appropriate.

How are you compensated?

Advisory management fees are based on assets in managed accounts. Our fee page and disclosures explain the program, affiliated relationships and other costs or conflicts to consider. Your agreement defines the terms.

Start with your portfolio.

Bring your accounts, your questions and the plans your money needs to support.

Schedule a call View fees